LOIP

Live Oak Investment Partners Portfolio holdings

AUM $130M
1-Year Est. Return 12.47%
This Quarter Est. Return
1 Year Est. Return
+12.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$129M
AUM Growth
+$7.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$11M
2
+$8.6M
3
+$7.41M
4
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$4.78M
5
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$4.52M

Sector Composition

1 Technology 7.52%
2 Financials 6.88%
3 Consumer Discretionary 6.7%
4 Communication Services 5.53%
5 Industrials 4.41%
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